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779 hedge funds and large institutions have $35.2B invested in Intuit in 2017 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 257 increasing their positions, 292 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 62

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

12% more capital invested

Capital invested by funds: $31.5B → $35.2B (+$3.67B)

4% more funds holding

Funds holding: 750779 (+29)

0.41% more ownership

Funds ownership: 86.97%87.39% (+0.41%)

12% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 292

25% less call options, than puts

Call options by funds: $119M | Put options by funds: $158M

Holders
779
Holders Change
+29
Holders Change %
+3.87%
% of All Funds
17.67%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.45%
New
97
Increased
257
Reduced
292
Closed
62
Calls
$119M
Puts
$158M
Net Calls
-$39.6M
Net Calls Change
-$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
301
Symphony Asset Management
California
$4.45M +$788K +5,173 +22%
MA
302
Marshwinds Advisory
Georgia
$4.36M
GXMC
303
Global X Management Company
New York
$4.3M +$2.06M +13,490 +98%
CA
304
Cullinan Associates
Kentucky
$4.29M +$914K +5,995 +28%
HNB
305
Huntington National Bank
Ohio
$4.29M -$105K -686 -2%
CPIM
306
Columbia Partners Investment Management
Virginia
$4.26M +$4.11M +26,980 New
Susquehanna International Group
307
Susquehanna International Group
Pennsylvania
$4.24M +$2.08M +13,654 +103%
TH
308
Timber Hill
Connecticut
$4.22M +$4.07M +26,723 New
LWM
309
Lyell Wealth Management
California
$4.21M +$75.4K +495 +2%
AM
310
Account Management
Massachusetts
$4.11M -$58.7K -385 -1%
MC
311
Middleton & Co
Massachusetts
$4.07M -$78K -512 -2%
CYG
312
Clean Yield Group
Vermont
$4.04M -$152K -998 -4%
Cerity Partners
313
Cerity Partners
New York
$4.02M -$153K -1,007 -4%
SLAM
314
Swiss Life Asset Management
$3.98M +$3.59M +23,527 +1,388%
Sands Capital Management
315
Sands Capital Management
Virginia
$3.97M +$3.12M +20,490 +436%
DnB Asset Management
316
DnB Asset Management
Norway
$3.95M -$1.16M -7,590 -23%
SAM
317
Securian Asset Management
Minnesota
$3.94M +$29.3K +192 +0.8%
CGH
318
Crossmark Global Holdings
Texas
$3.88M +$652K +4,277 +21%
CB
319
Commerce Bank
Missouri
$3.86M -$351K -2,306 -9%
GIA
320
GHP Investment Advisors
Colorado
$3.85M -$71K -466 -2%
LPL Financial
321
LPL Financial
California
$3.73M +$465K +3,053 +15%
NMERB
322
New Mexico Educational Retirement Board
New Mexico
$3.7M +$122K +800 +4%
Janney Montgomery Scott
323
Janney Montgomery Scott
Pennsylvania
$3.69M -$127K -831 -3%
ECML
324
Eagle Capital Management (Louisiana)
Louisiana
$3.55M -$61K -400 -2%
AC
325
Alley Company
Illinois
$3.54M -$64.2K -421 -2%

INTU Hedge Fund Activity: Q4 2017 in Review

779 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2017, worth a combined $35.2B — up 12% from $31.5B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new INTU positions and 62 closed out — a net gain of 35 holders — while 257 added to existing stakes and 292 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $232M. The largest seller was Renaissance Technologies, cutting an estimated $232M.

  • 779 institutional investors held Intuit (INTU) as of Q4 2017, up from 750 in Q3 2017.
  • Funds reported $35.2B of Intuit stock for Q4 2017, up 12% quarter-over-quarter.
  • 97 funds opened new Intuit positions in Q4 2017 and 62 closed out, a net change of +35 holders.
  • The largest Intuit buyer in Q4 2017 was Fidelity Investments, an estimated $232M added.
  • The largest Intuit seller in Q4 2017 was Renaissance Technologies, an estimated $232M sold.

Based on aggregated 13F filings for Q4 2017.